Find errors with the return
Personal Tax validates the SA100 tax return according to the rules provided by HM Revenue & Customs for Online Filing. A return must pass these validations before it can be submitted online. We also recommend validating your paper returns before submitting to reduce the chances of the return being rejected.
Some of your clients' returns may be affected by HMRC Special Cases and Exclusions which may prevent the return from being filed online.
In the Help, search for Special Cases and Exclusions.
Validations are performed whenever the figures are recalculated:
- when you open the Tax Return Viewer, or
- when you generate a final return.
To find errors within the return:
- With the return open in the Tax Return Viewer, click Validate on the toolbar. If the validation finds errors, the Validations pane appears at the bottom of the viewer.
- Double-click an error to go to that place in the return.
- If you want to print a list of the errors, so that you can return to the data entry forms and make changes, right-click on the Validations pane and choose Print Validation Errors.
Note:
- The return must pass ALL validations with no errors before it can be filed online.
- You should correct the information in the appropriate data entry page then generate a new final return. You should not correct the error by manually editing the return. If you do this, the Current Working Figures and all copies generated from them will still contain errors.